What Markets Expect From President Trump
Policy action is needed for the rally to continue.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Jim offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Jim has been with OppenheimerFunds since 2005. Prior to joining OppenheimerFunds Jim worked as a Financial Advisor at a private banking division of Citigroup. Jim holds a Bachelor of Science in Business from Quinnipiac University.
Jim holds the CRPC® designation and Series 7 and Series 66 licenses. In his spare time, Jim enjoys learning about wine, golfing, boating, and cooking with his three daughters.
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